Client Onboarding Specialist
$48 - $50 per hourMindlance
This range is provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales & Trading, Capital Markets, Global Markets) from initiation through go-live. Coordinate onboarding activities across multiple stakeholders including Front Office, KYC, AML, Compliance, Legal, Risk, Operations, Credit, and Technology. Serve as the primary point of contact for onboarding requests, tracking status, dependencies, and deliverables. Ensure all onboarding documentation, approvals, and regulatory requirements are completed accurately and within defined timelines. Monitor onboarding milestones, identify risks or delays, and proactively escalation issues as needed. Maintain onboarding trackers, dashboards, and reporting for management visibility. Ensure adherence to internal controls, governance standards, and regulatory policies. Support process improvement initiatives to enhance onboarding efficiency and client experience. Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans. Seniority level Not Applicable Employment type Contract Job function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr Mindlance
- ...is seeking remote representatives to connect with families through Zoom-based virtual consultations, building lasting, trust-based client relationships from the comfort of home. This 100% remote role covers U.S. & Canada, with weekly pay, comprehensive benefits, and ongoing...SuggestedWeekly payRemote workWork from home
- Cyperus Group LLC is seeking a Client Onboarding Associate for a global bank to support onboarding for funds, SPVs, and investment-manager entities. The role emphasizes rigorous KYC/CIP validation, regulatory review, and precise documentation to ensure timely, compliant...Suggested
- Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The primary responsibilities of this position are: Supporting the client onboarding process by coordinating the key steps to ensure...Suggested
$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...SuggestedContract workWork from homeWorldwide- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...SuggestedWork at office
$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...Full timeWork at officeRemote workAfternoon shift- Citi is seeking a Client Experience Associate AVP in New York to apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. You will partner with sales teams and internal partners such as KYC, Account Opening...
- ...professional with 5-8 years of relevant experience to assist onboarding, KYC, and account opening processes. You will coordinate with... ...and internal teams, ensure documentation accuracy, and guide clients through complex issues while managing risk and regulatory compliance...
- Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency...Work at office
- Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients. You will manage... ...Stanley services and digital platforms. In this role you will onboard client accounts, verify information, and handle money movement...
- Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...Remote job
$55k - $75k
Finch Legal is hiring an Intake Specialist to provide exceptional client experiences. The role demands quick trust-building through effective communication, guiding clients through the intake process, and accurately passing cases to legal teams. Ideal candidates should...Flexible hours- GreenSlate is seeking an Implementation Specialist to serve as the first point of contact for clients onboarding to our production finance platform. You will complete project setups, respond to calls and emails, coordinate check-printing supplies, and ensure clients have...Remote job
- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...
- JPMorganChase in New York seeks an IMOS Service Delivery Associate for Client Account Services. You will manage new account launches and... ...teams to meet client reference data needs and ensure smooth onboarding. The role emphasizes collaboration across Client Services, Operations...
$90k - $115k
...trends and innovations.This position is not eligible for Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area to partner with Customer Account Leads, Distributors, and...Work at officeHome officeAfternoon shift- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote work
- ...Attorney’s Office invites a qualified HR Generalist to join its Employee Services Human Resources Unit. The role supports recruitment, onboarding, performance management, benefits administration, training, labor relations, and data management across KCDA. Under supervision,...Work at office
- Spotter Labs Inc. is seeking a Customer Onboarding Support Specialist to guide new customers through the onboarding process and ensure a smooth start. You will respond to inquiries and help users get the most from our platform while building a robust knowledge base. You...Remote job
- A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- Responsibilities Execute the onboarding process for new accounts Facilitate client kick-off meetings and regular status updates Support user adoption by identifying potential roadblocks Conduct formal hand-off reviews Guide clients through standard setup and best practices...
- A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible hours
- United States Digital Space LLC is hiring a Customer Success Associate to help our early users get value and build the relationships that turn first-time users into long-term members. The role blends customer success, relationship management, and proactive outreach. We ...Remote jobFlexible hours
$67.2k
OnTrac is seeking a Customer Integration Associate to help onboard customers and integrate them into company systems and processes. You will coordinate setup, manage timelines, and document requirements while collaborating with internal teams to resolve issues and ensure...Remote job$80k - $100k
Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- A community-based organization in New York is seeking a Talent Acquisition Coordinator. The role involves providing essential administrative support to the recruitment process by managing job postings, scheduling interviews, and maintaining communication with candidates...
$100k - $130k
Overview Connecting clients to markets - and talent to opportunityWith 4,300 employees and over 400,000 retail and institutional... ...technology. Responsibilities Position PurposeSupport the onboarding process of new FCM accounts within the Clearing and Execution...
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